Saratoga Moderately Agrsv Bal Allc C (SAMCX)

11.40 +0.02 (+0.18%) At close: 08:00PM EDT

• Previous close: 11.38
• YTD return: 5.38%
• Expense ratio (net): 2.96%
• Category: Allocation--50% to 70% Equity
• Last cap gain: 2.00
• Morningstar rating: ★★★★★
• Morningstar risk rating: Below average
• Net assets: 1.1M
• Beta (5Y monthly): 0.85
• Yield: 0.29%
• 5y average return: N/A
• Holdings turnover: 34.00%
• Last dividend: 0.03
• Average for category: N/A
• Inception date: 29 Dec 2017